Sfe Investment Counsel
CIK Number: 0001317784
500.5M
Market Value
112
# of Holdings
21 months
Avg. Holding Period
38.02%
Win Rate
16.48%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 202.99 | -0.14% | 84.93K | -1.22% | 21.27M | 30.89 | 4.52% |
| 2 | NVDA | NVIDIA Corporat... | 141.94 | +0.51% | 137.74K | -5.97% | 18.5M | 7.67 | 3.93% |
| 3 | JPM | JPMorgan Chase ... | 264.39 | -0.71% | 65.43K | -1.75% | 15.68M | 106.64 | 3.33% |
| 4 | AVGO | Broadcom Inc. | 261.07 | +1.64% | 66.35K | -7.08% | 15.38M | 49.62 | 3.27% |
| 5 | AMZN | Amazon.com, Inc... | 207.37 | +0.81% | 65.42K | +2.26% | 14.35M | 104.43 | 3.05% |
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